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Project from Opportunity

Modified on: Fri, May 8, 2015 at 11:28 AM

You can create and synchronize Projects from Salesforce Opportunities.

In your opportunity, optionally add products with price and quantity. Then click the Create/Update Project button. This will create a Project with the same name and a Project Line for the opportunity line product. If the Project/Line already exists, it updates the information.

Accorto is also able to manage opportunity schedules.

Once you clicked Create/Update Project/ in the Opportunity, the Project Information is displayed where you can update and compliment the information.

After you saved the Project the first time (1), you can create either Lines or Phases from the Opportunity Lines (2).

Project Lines are the "real" work item whereas Project Phases are summary levels of Project Lines.